CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.24B | Buy |
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|
2025
Q2 | $1.13B | Buy |
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|
2025
Q1 | $933M | Buy |
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|
2024
Q4 | $847M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $724M | Buy |
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|
2024
Q1 | $659M | Buy |
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|
2023
Q4 | $502M | Buy |
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|
2023
Q3 | $433M | Buy |
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|
2023
Q2 | $414M | Sell |
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|
2023
Q1 | $385M | Buy |
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|
2022
Q4 | $304M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $250M | Buy |
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|
2022
Q1 | $293M | Buy |
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|
2021
Q4 | $132M | Buy |
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|
2021
Q3 | $118M | Buy |
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|
2021
Q2 | $112M | Buy |
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|
2021
Q1 | $96.8M | Buy |
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|
2020
Q4 | $88.3M | Buy |
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|
2020
Q3 | $68.8M | Sell |
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|
2020
Q2 | $69.1M | Buy |
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|
2019
Q4 | $3.38M | Sell |
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|
2019
Q3 | $3.28M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2.02M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.84M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $908K | Buy |
|